Advisors Require Tech as Pre-Trade Obligations Grow
Firms that deliver on digital documentation and disclosure will reduce audit risk.
Firms that deliver on digital documentation and disclosure will reduce audit risk.
Improving advisor and client experiences as well as behavioural analytics are set to be key drivers.
EarlyBird raises $4M to help families set up investment accounts for their children.
BlackRock has been building and acquiring companies in the fintech space. Aladdin is an electronic system by BlackRock Solutions.
Global design and branding studio, Trollbäck+Company, developed a new brand identity for digital wealth management company Betterment.
BlockBank’s app will bring together traditional finance and DeFi in a secure platform that includes the Robo Advisor AI-powered resource.
A five-year view of securities services...The future of securities services is becoming clearer, strategies are crucial to support clients.